Setting a Minimum Cash Requirement (Legacy)

Setting a Minimum Cash Requirement (Legacy)

NOTE: The following documentation applies only to AdvisorEngine clients utilizing the Smartleaf integration.

Firms utilizing the Smartleaf integration may manually set accounts to keep a certain amount or percentage of cash on hand for regular withdrawals or other purposes.

Enabling Min Cash

  1. Navigate to Manage Clients > Rebalancing.
  2. Search for and open the account to set Min Cash for.
  3. Click the Profile tab.
  4. On the far right click Edit Profile.
  5. Expand Cash Management.
  6. Adjust the Min Cash $ and/or % fields as needed. If both are filled, the rebalancer will hold whichever amount is larger.
  7. Click Save and Re-Analyze at the bottom to commit your changes.

Full feature details: Min Cash PDF.

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